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“Sleepwalking Toward a Precipice”: Our Observations and Outlook – Part I

Our latest outlook details structural (i.e., long term) problems in the world’s largest economies that were “unmasked” by the credit crisis and Great Recession. This year’s multi-part discussion seeks to look beyond debt and deleveraging (see last year’s “The Age of Deleveraging”: Our Observations and Outlook), to assess the myriad influencers of growth, and thus market prospects going forward.

Part I focuses on structural issues in the United States. Part II discusses Europe and Asia. In the final installment, we discuss our investing approach given the “double-wide” possibilities for global growth and markets over the next decade. We hope you enjoy and please email or call with any questions.

Click the image below to enlarge and view the entire presentation. [portfolio_slideshow id=691]

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This market commentary is provided for informational and educational purposes only. It is not intended as and should not be used to provide investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs and objectives, goals, time horizon and risk tolerance. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable but not guaranteed. An index is an unmanaged weighted basket of securities generally representative of a certain market or asset class. An investment cannot be made directly in an index. Private investments may be considered more speculative than public investments and have aspects of illiquidity that need to be considered before investment. Private investments have suitability requirement standards that may be higher than public investments and there could be a risk of losing a portion or all of your investment.